Tom Bruce Dip PFS, CII (MP & ER), MAAT - Wealth Management Adviser
Tom joined the team full time in May 2019 having completed the prestigious St. James's Place Academy.
Tom’s is driven to support his clients with a fully holistic approach, Tom believes that the knowledge and service he can offer his clients will bring structure to their financial journey. This will assist them to make informed financial planning decisions, all to the benefit of their financial position and future lifestyle.
Tom’s background is one of diversity and change, he is a member of the Association of Accountancy Technicians, a level 2 Fitness Instructor, and a level 2 Cricket Coach. All qualifications required hard work and dedication, combined with a desire to learn and improve personal knowledge in each area of expertise.
Tom also distinguishes himself by additionally being qualified Cert CII (MP & ER) to advise clients on Mortgages and specialist *Equity Release Mortgages.
*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.